Charles Schwab’s Liz Ann Sonders predicts a "choppier" 2026 with swift rotations away from mega-caps. She sees leadership shifts toward health care, financials, and broader tech, favoring active and equal-weight strategies over passive, cap-weighted index investing. 4m 9s

Crypto markets dip as Bitcoin falls under $89k and Ether drops below $3k. Investors favor gold over crypto despite Fed rate cuts. While crypto-linked stocks rise, MicroStrategy is adding $750M to its cash reserves to prepare for a potential extended crypto winter. 1m 4s

David Harden of Summit Global Investments describes a "numb economy" resilient to shocks. He remains bullish on the AI trade, favoring Microsoft and Google for their strong earnings, while avoiding Tesla due to its high volatility and risk profile. 5m 5s

Experts Carol Schleif and Bob Doll discuss whether the market's broad rally can continue into 2026. Schleif points to deregulation and earnings as growth drivers, while Doll notes that four straight years of double-digit gains are historically rare. Focus remains on the Fed. 3m 36s

Former Dallas Fed President Richard Fisher says the Fed should "wait and see" before cutting rates in 2026, citing incomplete data and AI growth. He defended the Fed’s independence, dismissing recession fears as political pressure and warning against scapegoating the bank. 4m 59s

Frank Cappelleri discusses bullish technical setups for the Mag 7, Healthcare (XLV), and Financials (XLF). He identifies a cup and handle pattern for the Mag 7 and sees potential breakouts for XLF and JPMorgan, though XLV may need more consolidation first. 4m 12s

Gene Munster says OpenAI's recent funding and projected 100% annual growth have revitalized the AI market. At 12x projected 2026 revenue, its valuation aligns with software norms. Strong data from Nvidia and AWS further signal a recovery in the broader AI trade. 5m 7s

IMAX CEO Richard Gelfond says Avatar: Fire and Ash gave the company a record opening as fans pivot to premium screens. With IMAX gaining market share, Gelfond projects a record-breaking 2026 fueled by upcoming blockbusters from Christopher Nolan and Denis Villeneuve. 3m 57s

Innovator Capital’s Tim Urbanowicz predicts a "unicorn year" for investors, fueled by tax cuts and strong consumer spending. He targets 7600 for the S&P 500, shifting focus to earnings growth as the primary driver while noting that valuation expansion may finally cool. 4m 9s

Jeff Kilburg of KKM Financial says the AI trade is broadening beyond the Mag 7 to stocks like Oracle and Intel. He targets S&P 7,100 for a year-end rally and is bullish on 2026 due to lower rates. He also expects Bitcoin to top $100k despite recent volatility. 3m 19s

Jeff de Graaf of Renaissance Macro sees bullish stock signals as inflation cools and global metals break out. While semi equipment leads tech, software remains bearish. He views Bitcoin's trend as neutral-to-down, expecting a tactical rally before lightening positions. 4m 5s

Jefferies’ David Zervos expects a dovish Fed to support his "risk parity" strategy (long equities and bonds). He anticipates lower oil prices and warns that AI-driven labor weakness will require easier monetary policy to cushion "creative destruction" in the job market. 5m 25s

Jim Cramer recommends Agnico Eagle Mines as a premier way to invest in gold, highlighting its low-cost operations in safe regions like Nevada and Canada. A long-term "gold bug," Cramer suggests the stock for those who cannot easily store physical gold. 1m 4s

Jim Cramer warns alcohol and restaurant stocks are struggling as drinking habits shift. Younger people prefer mocktails or single drinks, while GLP-1 drugs pose a new threat. These trends are squeezing margins and hurting stocks like Molson Coors and Cava. 1m 37s

Joe Terranova sold Apache at a loss after natural gas failed to rally but is up 10% on GLD. Gold and silver hit record highs; while Joe is bullish on both, Liz Young remains cautious on silver’s speculative rise despite favoring gold's long-term outlook. 1m 46s

Joe Terranova sold CBOE due to relative underperformance, though he remains bullish on 2026 volatility. Morgan Stanley is underweight CBOE but overweight on NASDAQ and CME. Josh Brown calls NASDAQ a "crown jewel" for its diverse growth in IPOs, data, and listings. 3m 32s

Joseph Carlson shares his blueprint for reaching a $1M portfolio by maximizing the income gap and picking quality stocks. He also discusses Waymo’s San Francisco outage and a cautionary "fail of the week" involving an investor who lost $1M gambling on options. 26m 53s

Josh Brown labels CSX an "unqualified buy" targeting the low 40s and predicts a FedEx breakout past $300 resistance. He cites improving fundamentals for the transport sector. The panel adds Prologis (PLD) as another top pick for the global logistics bull market. 2m 42s

KBW’s Chris McGratty names Citi a top bank pick for 2026, citing its multi-year turnaround and ROE growth. He sees valuation rising to 1.2-1.5x tangible book value. Among regionals, he favors Citizens Bank for its organic momentum and capital market exposure. 4m 37s

Larry Ellison's $40B+ guarantee for the Paramount-Skydance bid for Warner Bros Discovery has shifted momentum, placing them ahead of Netflix. Experts highlight the value of content in an AI world and the high stakes for Paramount's future as regulatory hurdles remain. 5m 1s

Lerer Hippeau's Eric Hippeau predicts 2025 will be the "Year of Space," featuring a landmark SpaceX IPO. He warns that AI valuations are often a "fantasy," but sees huge potential in robotics and AI hardware. The IPO market is currently at its strongest since 2021. 3m 37s

Lionsgate Vice Chairman Michael Burns says the firm is now a "pure play" content company after separating from Starz. He highlights the high value of premium libraries and notes that while private equity is interested, strategic alliances offer the strongest synergies. 4m 31s

Loop Capital's Anthony Chukumba is bullish on Ollie's, citing Big Lots' bankruptcy, data-driven management, and consumer trade-down. He expects steady comp growth and 2026 tax refunds to boost the stock, which currently trades at a discount compared to industry peers. 2m 12s

Morningstar Wealth’s Philip Straehl expects the Fed to stay on hold in January. He warns of profit-taking in AI hardware, citing CapEx monetization concerns. Straehl favors software over chips and sees strong value in small caps, healthcare, and consumer staples for the future. 3m 32s

Neuberger Berman’s Kei Okamura remains bullish on Japanese equities, citing attractive valuations, wage growth, and economic normalization. Despite BoJ rate hikes and yen volatility, he sees strength in resilient firms and growth sectors like defense and semiconductors. 4m 4s

Oil analyst Paul Sankey says potential regime change in Venezuela is bearish for prices. Despite global tensions, oil stays low due to abundant supply and high US productivity. He suggests US pressure on Venezuela may be a strategic move to keep energy costs down. 4m 52s

Paramount Skydance is amending its $30/share bid for Warner Bros Discovery. Key updates include a $40.4B personal guarantee from Larry Ellison, disclosure of trust assets, and an increased regulatory termination fee of $5.8B to address WBD’s concerns. 2m 54s

Peter Supino of Wolfe Research analyzes the bidding war for Warner Brothers. With offers from Paramount and Netflix both netting ~$29/share, the market expects higher bids. While Netflix has more capital, Paramount's need for streaming scale may drive them to win. 3m 54s

Retired Col. Jack Jacobs tells CNBC that US physical war with Venezuela is unlikely. The strategy focuses on sanctions and shipping harassment to secure oil and regional influence. He notes a lack of post-Maduro planning, suggesting much of the current tension is theater. 4m 6s

Scott Wren of Wells Fargo targets 7,500 for the S&P 500 by 2026. Expecting moderate inflation, he’s rotating from tech into financials, industrials, and utilities to play AI infrastructure and deregulation. He favors US equities over international markets. 4m 17s

Small caps are set for a strong 2026. Analyst Julie Biel predicts quality names will outperform the Mag 7, picking Ollie's, LeMaitre, and Moelis. Guy Adami cautions that rising unemployment remains a potential headwind for the economically sensitive Russell 2000. 3m 16s

Stephen Weiss sees Uber’s bounce continuing, Liz Young anticipates a cyclical recovery in materials, and Joe Terranova remains bullish on biotech (XBI), predicting it could reach $150 by early 2026 as the market rally broadens. 48s

Strategas’ Chris Verrone highlights a shift toward real economy sectors like transports and regional banks into 2026. He cites global industrial momentum and breakouts in copper as signs of strength, while noting US yields aren't a concern yet and healthcare is emerging. 5m 49s

Telsey Advisory Group CEO Dana Telsey projects 3.5-4% retail growth. Winners: Macy’s, Victoria's Secret, and TJ Maxx. Lululemon needs "newness" to recover. Fashion is back as social events drive demand, with 2026 set for a boost from the Olympics and World Cup. 3m 53s

The U.S. is targeting Venezuela's "dark fleet" oil tankers to cut off revenue to the Maduro regime. Michelle Caruso-Cabrera explains that this strategy aims to restore regional stability, address the migration crisis, and counter influence from Russia, China, and Hezbollah. 3m 29s

The freight recession may be ending as the Sonar Truckload Rejection Index hits a year high. DOT crackdowns on drivers and schools are tightening capacity, potentially raising rates. Watch stocks like CH Robinson, JB Hunt, and Knight-Swift for movement. 1m 18s

Tim Seymour expects gold to hit $6,000 by 2028, citing supply deficits and central bank buying. He’s bullish on copper and favors Rio Tinto for its growth and dividends. He also highlights UPS as a turnaround play, noting improved margins despite lower shipping volumes. 4m 36s

Trump’s search for the next Fed Chair is in its final phase, with a pick expected by early January. While Kevin Hassett is the frontrunner, recent interviews with Christopher Waller and others suggest the White House is gauging market reactions amid Wall Street pushback. 4m 49s

U.S. blockades on Venezuela are lifting oil prices, but Michelle Caruso-Cabrera says regime change could eventually lower costs by increasing production. Beyond energy, a stable, investment-friendly regime would open opportunities in gold mining and agriculture. 3m 30s

Waymo resumes SF service, Clearwater Analytics is acquired for $8.4B, and Avatar 3 misses box office targets. Meanwhile, the Powerball jackpot reaches $1.6B as SoftBank eyes a $22B+ funding deal for OpenAI. 1m 26s

Waymo robotaxis are back in service after a San Francisco blackout triggered a "maximum caution" response, causing gridlock. The incident highlights the divide between Waymo’s cautious scaling and Tesla’s focus on human-like improvisation in driverless technology. 1m 50s

Waymo robotaxis caused gridlock in San Francisco during a blackout, exposing a flaw in their cautious programming. The incident highlights a key divide between Waymo’s methodical, city-by-city scaling and Tesla’s goal for more adaptable, "human-like" autonomous improvisation. 3m 53s

Wedbush's Dan Ives predicts a 20-25% tech sector surge by 2026, led by Microsoft and Nvidia. He argues investors underestimate AI monetization and Azure growth, viewing sell-offs as buying opportunities in what will become a stock picker’s market for AI winners. 4m 29s

In a Mad Money Lightning Round, Jim Cramer rates ONEOK as a buy while urging a sell on Lucid. He also advises staying away from EchoStar and StubHub. Later, Cramer highlights why the CEOs of FedEx and Nike are two leaders who deserve more credit. 2m 28s

Jim Cramer highlights a recovery for AI stocks despite ongoing infrastructure challenges. Investors are also rotating into consumer sectors, with Carnival Cruise surging on strong results. Banks like Goldman Sachs are outperforming tech as market interest broadens. 2m 33s

Paychex CEO John Gibson notes the small business job index is stable with moderating wage inflation and no signs of recession. While workforce growth is flat and businesses are cutting costs on ancillary products, the outlook for 2026 remains positive as interest rates ease. 1m 36s

A Santa Claus rally may be starting as consumer spending picks up just as tech begins to falter. With skepticism growing over AI data center spending and Oracle's debt, the consumer cavalry has arrived to drive the market forward and replace cooling technology gains. 2m 10s

Activism is set to surge through 2026, fueled by lower rates and M&A. 13D Monitor uses AI to flag targets like Yelp and Moderna for capital discipline. Japan is also seeing a major uptick in campaigns due to new regulatory ROE and price-to-book requirements. 4m 52s

Analyst Craig Moffett views Apple as a defensive "safe choice" among mega-caps. He expects services growth, not an AI hardware supercycle, to drive the stock. Apple remains a neutral play likely to underperform in tech rallies but lead during market pullbacks. 4m 34s

Apollo Chief Economist Torsten Slok expects economic acceleration in 2026, making Fed rate cuts difficult. He warns of sticky inflation and stagflation risks if AI investments falter, noting that slowing job growth is largely due to decreased immigration. 4m 5s